“The A-share market is segmented, domestic and retail-investor driven, says Mr Garner. “I don’t buy the idea that it tells you anything about the economy.
“A股市场是割裂的,而且受到国内散户投资者的驱动,加纳表示。“我不认为它在任何程度上反映了实际经济形势。
Andrew Swan, head of Asian fundamental equities at BlackRock, believes many foreign investors had simply become overly worried about the state of China’s economy and are now slowly putting money back into the market via H-shares and China funds as the economic data improves.
贝莱德(BlackRock)亚洲基本股票主管施安祖(Andrew Swan)相信,此前许多境外投资者对中国经济状况担心过度了,随着经济数据出现起色,他们现在正通过H股和中国基金,慢慢重新把资金投入中国股市。
“Unless the China story completely derails, you’re not paying very much for growth, says Gigi Chan, who manages the China opportunities fund at Threadneedle Investments.
“除非中国故事完全出问题,否则你没有付出很大代价就买到了经济增长,为Threadneedle Investments管理中国机遇基金的Gigi Chan表示。
Not everyone is convinced. John Woods, chief Asian strategist at Citi Private Bank, believes the Hong Kong rally will crack. He says: “I don’t think there are any more prescient investors than A-share investors and they really haven’t bought into the [H-share] enthusiasm. He believes the market should be more concerned about corporate profitability.
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